If you have entered your recurring bills, youÆve already taken the first major step toward automating your bill payments. With recurring bills, Money reminds you as the due date approaches. All you have to do is write the check and send the bill.

If youÆve set up electronic payments for your bills, itÆs even easier. You just schedule the payment to be sent to your bill payment service, and youÆre done. For more information about setting up bill payment services, click Organizing Your Accounts in the left pane of this UserÆs Guide, and then click Recurring bills.

Tip

Bill calendar. You can review a list of upcoming bills, deposits, and transfers in a calendar format. On the Accounts & Bills menu, click Calendar to see your scheduled bills on their due dates. The Home page and the feedback pane on the account register also show upcoming scheduled transactions.

To pay a one-time bill manually

For one-time bills like car repairs and medical expenses, use the account register for the account from which the bill will be paid.

  1. On the Accounts & Bills menu, click Account List, and then click the account you want to work with.
  2. Enter the appropriate information, including check number, date, payee, amount, and category.
  3. When finished, click Enter.
  4. Print or write the check, and then mail the bill.
To pay recurring bills manually

If you have already scheduled your recurring bills, you can just select it in Money and then pay it.

  1. On the Accounts & Bills menu, click Bills & Deposits List, and then click the bill you want to pay.
  2. Click Enter into Register.
  3. Make any necessary changes to this occurrence of the bill, for example, the check number, date, or amount.
  4. When finished, click Record Payment.
  5. Print or write the check, and then mail the bill.
To pay recurring bills with your electronic bill pay service

If youÆve set up your recurring bills to be paid with your electronic bill payment service, you just need to schedule the date in Money and submit the payment.

  1. On the Accounts & Bills menu, click Bills & Deposits List, and then click the bill you want to pay.
  2. Click Pay Online.
  3. On the Make an electronic payment page, make any necessary changes to this occurrence of the bill, for example, the delivery date or the amount.
  4. When finished, click Submit Payment. The confirmation page appears. The payment will be paid out of your account on the delivery date you specified.
Tip

Make an electronic payment within the register. You can set up an online payment directly from the account register by entering Epay in the Number field, completing the information, and then clicking Submit.

To review potential recurring transactions

As you enter transactions, Money detects transactions that might be recurring, and flags them in the account register with a red question mark icon. You can set up those transactions as a recurring bill or leave them as is.

  1. On the Money Home page, click Potential Recurring Transaction list.
  2. Click Set Up (or Ignore).
  3. Complete the page with any additional information needed.

Money will then remind you of this upcoming scheduled transaction. Money will consider this transaction when calculating your cash flow or helping you set up a budget. You can also have Money enter the transaction into your account register automatically.